SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 263,649 shares; 2025Q1: 287,478 shares; 2025Q2: 287,444 shares; 2025Q3: 284,764 shares; 2025Q4: 289,514 shares; 2026Q1: 290,974 shares; 2026Q2: 288,096 shares; 2026Q3: 284,219 shares 284,219 $44.2M 15.38% -3,877 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 521,317 shares; 2025Q1: 525,614 shares; 2025Q2: 513,147 shares; 2025Q3: 520,768 shares; 2025Q4: 554,421 shares; 2026Q1: 564,321 shares; 2026Q2: 568,889 shares; 2026Q3: 565,399 shares 565,399 $29.6M 10.29% -3,490 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 90,219 shares; 2025Q2: 103,383 shares; 2025Q3: 115,818 shares; 2025Q4: 220,321 shares; 2026Q1: 271,113 shares; 2026Q2: 280,170 shares; 2026Q3: 289,865 shares 289,865 $20.1M 6.98% +9,695 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 86,681 shares; 2025Q2: 96,767 shares; 2025Q3: 97,138 shares; 2025Q4: 90,129 shares; 2026Q1: 111,809 shares; 2026Q2: 106,089 shares; 2026Q3: 99,967 shares 99,967 $16.9M 5.87% -6,122 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180,705 shares; 2025Q1: 176,593 shares; 2025Q2: 167,760 shares; 2025Q3: 177,750 shares; 2025Q4: 244,674 shares; 2026Q1: 283,230 shares; 2026Q2: 296,404 shares; 2026Q3: 321,666 shares 321,666 $14.9M 5.2% +25,262 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,018 shares; 2025Q1: 127,869 shares; 2025Q2: 128,514 shares; 2025Q3: 130,330 shares; 2025Q4: 136,577 shares; 2026Q1: 136,330 shares; 2026Q2: 135,088 shares; 2026Q3: 137,458 shares 137,458 $14.2M 4.92% +2,370 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,931 shares; 2025Q1: 72,382 shares; 2025Q2: 68,540 shares; 2025Q3: 79,920 shares; 2025Q4: 138,733 shares; 2026Q1: 184,449 shares; 2026Q2: 214,694 shares; 2026Q3: 234,159 shares 234,159 $12M 4.16% +19,465 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,870 shares; 2025Q1: 45,789 shares; 2025Q2: 43,930 shares; 2025Q3: 41,937 shares; 2025Q4: 49,571 shares; 2026Q1: 100,447 shares; 2026Q2: 124,436 shares; 2026Q3: 138,690 shares 138,690 $11.3M 3.91% +14,254 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 266,239 shares; 2025Q1: 269,002 shares; 2025Q2: 266,013 shares; 2025Q3: 271,695 shares; 2025Q4: 274,699 shares; 2026Q1: 263,407 shares; 2026Q2: 262,117 shares; 2026Q3: 269,654 shares 269,654 $11.2M 3.88% +7,537 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 187,619 shares; 2025Q1: 179,466 shares; 2025Q2: 178,730 shares; 2025Q3: 180,466 shares; 2025Q4: 191,084 shares; 2026Q1: 189,365 shares; 2026Q2: 188,660 shares; 2026Q3: 187,712 shares 187,712 $10.3M 3.57% -948 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195,624 shares; 2025Q1: 100,451 shares; 2025Q2: 91,542 shares; 2025Q3: 89,595 shares; 2025Q4: 70,899 shares; 2026Q1: 70,481 shares; 2026Q2: 69,258 shares; 2026Q3: 68,795 shares 68,795 $10.2M 3.54% -463 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126,923 shares; 2026Q3: 203,256 shares 203,256 $10.1M 3.5% +76,333 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,555 shares; 2025Q1: 56,595 shares; 2025Q2: 56,471 shares; 2025Q3: 57,345 shares; 2025Q4: 59,144 shares; 2026Q1: 57,084 shares; 2026Q2: 57,580 shares; 2026Q3: 58,284 shares 58,284 $9.73M 3.38% +704 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,670 shares; 2025Q1: 30,032 shares; 2025Q2: 29,751 shares; 2025Q3: 30,481 shares; 2025Q4: 29,128 shares; 2026Q1: 28,973 shares; 2026Q2: 25,843 shares; 2026Q3: 21,636 shares 21,636 $7.21M 2.5% -4,207 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,778 shares; 2025Q1: 5,505 shares; 2025Q2: 5,536 shares; 2025Q3: 5,451 shares; 2025Q4: 5,112 shares; 2026Q1: 5,086 shares; 2026Q2: 40,216 shares; 2026Q3: 39,996 shares 39,996 $5.03M 1.75% -220 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,656 shares; 2025Q1: 15,645 shares; 2025Q2: 15,645 shares; 2025Q3: 15,649 shares; 2025Q4: 15,649 shares; 2026Q1: 15,493 shares; 2026Q2: 14,820 shares; 2026Q3: 14,646 shares 14,646 $4.99M 1.73% -174 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,975 shares; 2026Q1: 112,023 shares; 2026Q2: 119,166 shares; 2026Q3: 131,588 shares 131,588 $4.87M 1.69% +12,422 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,295 shares; 2025Q1: 116,596 shares; 2025Q2: 109,433 shares; 2025Q3: 92,608 shares; 2025Q4: 155,628 shares; 2026Q1: 189,693 shares; 2026Q2: 195,392 shares; 2026Q3: 197,243 shares 197,243 $4.31M 1.5% +1,851 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,274 shares; 2025Q1: 6,407 shares; 2025Q2: 6,410 shares; 2025Q3: 6,412 shares; 2025Q4: 6,345 shares; 2026Q1: 6,410 shares; 2026Q2: 6,384 shares; 2026Q3: 6,244 shares 6,244 $3.2M 1.11% -140 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,723 shares; 2025Q1: 22,723 shares; 2025Q2: 22,723 shares; 2025Q3: 22,723 shares; 2025Q4: 22,245 shares; 2026Q1: 22,245 shares; 2026Q2: 22,117 shares; 2026Q3: 22,031 shares 22,031 $2.58M 0.9% -86 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,527 shares; 2025Q1: 27,215 shares; 2025Q2: 26,122 shares; 2025Q3: 26,665 shares; 2025Q4: 17,100 shares; 2026Q1: 9,673 shares; 2026Q2: 9,675 shares; 2026Q3: 9,910 shares 9,910 $2.31M 0.8% +235 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,692 shares; 2025Q1: 6,824 shares; 2025Q2: 6,776 shares; 2025Q3: 6,976 shares; 2025Q4: 6,738 shares; 2026Q1: 7,173 shares; 2026Q2: 6,548 shares; 2026Q3: 5,574 shares 5,574 $1.92M 0.67% -974 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,460 shares; 2025Q1: 17,326 shares; 2025Q2: 17,203 shares; 2025Q3: 17,203 shares; 2025Q4: 17,095 shares; 2026Q1: 16,961 shares; 2026Q2: 16,228 shares; 2026Q3: 15,460 shares 15,460 $1.76M 0.61% -768 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,507 shares; 2025Q1: 3,525 shares; 2025Q2: 4,613 shares; 2025Q3: 5,046 shares; 2025Q4: 5,374 shares; 2026Q1: 4,729 shares; 2026Q2: 4,817 shares; 2026Q3: 4,659 shares 4,659 $1.74M 0.61% -158 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 35,219 shares; 2025Q2: 40,516 shares; 2025Q3: 43,588 shares; 2025Q4: 45,235 shares; 2026Q1: 38,330 shares; 2026Q2: 26,379 shares; 2026Q3: 19,441 shares 19,441 $1.6M 0.56% -6,938 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,618 shares; 2025Q1: 1,649 shares; 2025Q2: 1,646 shares; 2025Q3: 1,658 shares; 2025Q4: 1,671 shares; 2026Q1: 1,706 shares; 2026Q2: 1,707 shares; 2026Q3: 1,699 shares 1,699 $1.55M 0.54% -8 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,330 shares; 2025Q1: 6,620 shares; 2025Q2: 6,784 shares; 2025Q3: 6,965 shares; 2025Q4: 6,828 shares; 2026Q1: 6,891 shares; 2026Q2: 6,892 shares; 2026Q3: 6,742 shares 6,742 $1.54M 0.54% -150 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,248 shares; 2025Q1: 15,747 shares; 2025Q2: 15,824 shares; 2025Q3: 15,582 shares; 2025Q4: 5,093 shares; 2026Q1: 4,887 shares; 2026Q2: 4,232 shares; 2026Q3: 3,830 shares 3,830 $1.12M 0.39% -402 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,383 shares; 2025Q1: 31,383 shares; 2025Q2: 31,013 shares; 2025Q3: 28,727 shares; 2025Q4: 27,868 shares; 2026Q1: 27,639 shares; 2026Q2: 23,554 shares; 2026Q3: 23,554 shares 23,554 $1.11M 0.39% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,836 shares; 2025Q1: 4,548 shares; 2025Q2: 4,132 shares; 2025Q3: 4,271 shares; 2025Q4: 4,173 shares; 2026Q1: 4,256 shares; 2026Q2: 4,216 shares; 2026Q3: 4,417 shares 4,417 $1.1M 0.38% +201 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,833 shares; 2025Q1: 1,805 shares; 2025Q2: 1,888 shares; 2025Q3: 1,895 shares; 2025Q4: 1,999 shares; 2026Q1: 1,944 shares; 2026Q2: 1,900 shares; 2026Q3: 1,483 shares 1,483 $1.08M 0.37% -417 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,416 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,401 shares; 2025Q4: 1,306 shares; 2026Q1: 1,295 shares; 2026Q2: 1,295 shares; 2026Q3: 1,520 shares 1,520 $1.07M 0.37% +225 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,974 shares; 2025Q1: 10,975 shares; 2025Q2: 10,976 shares; 2025Q3: 10,976 shares; 2025Q4: 11,001 shares; 2026Q1: 11,001 shares; 2026Q2: 10,876 shares; 2026Q3: 10,776 shares 10,776 $1.05M 0.37% -100 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 124,605 shares; 2025Q1: 135,935 shares; 2025Q2: 141,548 shares; 2025Q3: 137,210 shares; 2025Q4: 27,895 shares; 2026Q1: 23,701 shares; 2026Q2: 22,896 shares; 2026Q3: 21,095 shares 21,095 $1.03M 0.36% -1,801 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,685 shares; 2025Q1: 11,690 shares; 2025Q2: 11,755 shares; 2025Q3: 11,700 shares; 2025Q4: 11,392 shares; 2026Q1: 11,213 shares; 2026Q2: 11,111 shares; 2026Q3: 11,064 shares 11,064 $1.01M 0.35% -47 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,006 shares; 2025Q1: 12,407 shares; 2025Q2: 12,422 shares; 2025Q3: 12,422 shares; 2025Q4: 12,249 shares; 2026Q1: 12,158 shares; 2026Q2: 12,158 shares; 2026Q3: 12,060 shares 12,060 $1M 0.35% -98 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,720 shares; 2025Q1: 1,684 shares; 2025Q2: 1,673 shares; 2025Q3: 1,662 shares; 2025Q4: 1,656 shares; 2026Q1: 1,657 shares; 2026Q2: 9,865 shares; 2026Q3: 9,829 shares 9,829 $886K 0.31% -36 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,787 shares; 2025Q1: 6,938 shares; 2025Q2: 5,591 shares; 2025Q3: 6,051 shares; 2025Q4: 6,038 shares; 2026Q1: 6,917 shares; 2026Q2: 9,075 shares; 2026Q3: 8,975 shares 8,975 $806K 0.28% -100 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,086 shares; 2025Q1: 57,592 shares; 2025Q2: 56,771 shares; 2025Q3: 56,703 shares; 2025Q4: 13,471 shares; 2026Q1: 13,198 shares; 2026Q2: 13,004 shares; 2026Q3: 11,831 shares 11,831 $786K 0.27% -1,173 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 762 shares; 2026Q3: 762 shares 762 $771K 0.27% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,673 shares; 2025Q1: 3,547 shares; 2025Q2: 3,496 shares; 2025Q3: 3,465 shares; 2025Q4: 3,473 shares; 2026Q1: 3,431 shares; 2026Q2: 3,406 shares; 2026Q3: 3,370 shares 3,370 $728K 0.25% -36 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,929 shares; 2025Q1: 93,062 shares; 2025Q2: 90,437 shares; 2025Q3: 85,345 shares; 2025Q4: 98,238 shares; 2026Q1: 114,812 shares; 2026Q2: 103,932 shares; 2026Q3: 15,943 shares 15,943 $703K 0.24% -87,989 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,114 shares; 2025Q1: 21,114 shares; 2025Q2: 21,114 shares; 2025Q3: 21,114 shares; 2025Q4: 21,114 shares; 2026Q1: 21,114 shares; 2026Q2: 21,114 shares; 2026Q3: 21,114 shares 21,114 $619K 0.22% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,542 shares; 2025Q1: 18,974 shares; 2025Q2: 18,974 shares; 2025Q3: 19,590 shares; 2025Q4: 19,224 shares; 2026Q1: 17,760 shares; 2026Q2: 13,340 shares; 2026Q3: 13,340 shares 13,340 $603K 0.21% 0 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,019 shares; 2026Q3: 5,813 shares 5,813 $572K 0.2% +794 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 731 shares; 2026Q1: 722 shares; 2026Q2: 722 shares; 2026Q3: 757 shares 757 $560K 0.19% +35 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,246 shares; 2025Q1: 4,410 shares; 2025Q2: 5,061 shares; 2025Q3: 5,104 shares; 2025Q4: 4,916 shares; 2026Q1: 4,917 shares; 2026Q2: 4,895 shares; 2026Q3: 4,765 shares 4,765 $513K 0.18% -130 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,106 shares; 2025Q1: 3,267 shares; 2025Q2: 3,117 shares; 2025Q3: 3,131 shares; 2025Q4: 3,141 shares; 2026Q1: 3,232 shares; 2026Q2: 3,475 shares; 2026Q3: 3,567 shares 3,567 $507K 0.18% +92 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,734 shares; 2025Q1: 1,625 shares; 2025Q2: 1,603 shares; 2025Q3: 1,446 shares; 2025Q4: 1,414 shares; 2026Q1: 1,430 shares; 2026Q2: 1,481 shares; 2026Q3: 1,420 shares 1,420 $499K 0.17% -61 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,043 shares; 2025Q1: 2,112 shares; 2025Q2: 2,087 shares; 2025Q3: 2,171 shares; 2025Q4: 2,061 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares; 2026Q3: 1,431 shares 1,431 $473K 0.16% -619 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,615 shares; 2025Q1: 1,361 shares; 2025Q2: 2,150 shares; 2025Q3: 2,232 shares; 2025Q4: 2,739 shares; 2026Q1: 2,537 shares; 2026Q2: 2,537 shares; 2026Q3: 2,281 shares 2,281 $466K 0.16% -256 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,111 shares; 2025Q1: 24,088 shares; 2025Q2: 12,777 shares; 2025Q3: 12,350 shares; 2025Q4: 13,103 shares; 2026Q1: 14,448 shares; 2026Q2: 14,749 shares; 2026Q3: 8,558 shares 8,558 $463K 0.16% -6,191 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,721 shares; 2025Q1: 3,718 shares; 2025Q2: 3,666 shares; 2025Q3: 3,669 shares; 2025Q4: 3,641 shares; 2026Q1: 3,641 shares; 2026Q2: 2,673 shares; 2026Q3: 2,673 shares 2,673 $456K 0.16% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 406 shares; 2026Q3: 406 shares 406 $440K 0.15% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 829 shares; 2026Q3: 2,794 shares 2,794 $430K 0.15% +1,965 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,462 shares 8,462 $429K 0.15% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,788 shares; 2025Q1: 2,785 shares; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares; 2025Q4: 2,633 shares; 2026Q1: 2,598 shares; 2026Q2: 2,505 shares; 2026Q3: 2,505 shares 2,505 $417K 0.14% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,792 shares; 2025Q1: 1,792 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,744 shares; 2026Q1: 1,738 shares; 2026Q2: 4,751 shares; 2026Q3: 4,751 shares 4,751 $373K 0.13% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares; 2026Q3: 561 shares 561 $343K 0.12% -58 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,500 shares 4,500 $340K 0.12% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,711 shares; 2025Q1: 3,563 shares; 2025Q2: 3,236 shares; 2025Q3: 2,832 shares; 2025Q4: 2,636 shares; 2026Q1: 2,636 shares; 2026Q2: 12,444 shares; 2026Q3: 12,078 shares 12,078 $338K 0.12% -366 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 870 shares; 2025Q1: not reported; 2025Q2: 867 shares; 2025Q3: 865 shares; 2025Q4: 1,652 shares; 2026Q1: 1,652 shares; 2026Q2: 1,652 shares; 2026Q3: 1,652 shares 1,652 $323K 0.11% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 956 shares; 2025Q1: 955 shares; 2025Q2: 973 shares; 2025Q3: 926 shares; 2025Q4: 909 shares; 2026Q1: 923 shares; 2026Q2: 926 shares; 2026Q3: 907 shares 907 $322K 0.11% -19 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 251 shares; 2026Q3: 286 shares 286 $305K 0.11% +35 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,735 shares; 2025Q1: 9,735 shares; 2025Q2: 9,735 shares; 2025Q3: 9,735 shares; 2025Q4: 9,735 shares; 2026Q1: 9,735 shares; 2026Q2: 9,735 shares; 2026Q3: 9,735 shares 9,735 $292K 0.1% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,537 shares; 2026Q1: 2,455 shares; 2026Q2: 2,456 shares; 2026Q3: 2,475 shares 2,475 $285K 0.1% +19 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 699 shares; 2025Q3: 721 shares; 2025Q4: 701 shares; 2026Q1: 701 shares; 2026Q2: 701 shares; 2026Q3: 516 shares 516 $257K 0.09% -185 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,936 shares; 2025Q1: 3,687 shares; 2025Q2: 4,262 shares; 2025Q3: 4,329 shares; 2025Q4: 4,466 shares; 2026Q1: 4,513 shares; 2026Q2: 3,938 shares; 2026Q3: 3,107 shares 3,107 $255K 0.09% -831 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,498 shares; 2025Q4: 84,743 shares; 2026Q1: 9,256 shares; 2026Q2: 3,254 shares; 2026Q3: 3,191 shares 3,191 $250K 0.09% -63 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208 shares; 2026Q1: not reported; 2026Q2: 210 shares; 2026Q3: 210 shares 210 $243K 0.08% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 576 shares; 2026Q3: 576 shares 576 $240K 0.08% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,919 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,739 shares; 2026Q2: 2,739 shares; 2026Q3: 2,749 shares 2,749 $237K 0.08% +10 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,197 shares; 2026Q2: 3,302 shares; 2026Q3: 3,502 shares 3,502 $236K 0.08% +200 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 953 shares; 2025Q4: 886 shares; 2026Q1: not reported; 2026Q2: 883 shares; 2026Q3: 883 shares 883 $231K 0.08% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,870 shares; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: 1,037 shares; 2025Q4: 791 shares; 2026Q1: 801 shares; 2026Q2: 806 shares; 2026Q3: 806 shares 806 $229K 0.08% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,385 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,354 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares; 2026Q2: 1,981 shares; 2026Q3: 1,998 shares 1,998 $222K 0.08% +17 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 284 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares; 2026Q2: not reported; 2026Q3: 253 shares 253 $216K 0.08% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,624 shares; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares; 2025Q3: 5,891 shares; 2025Q4: 3,877 shares; 2026Q1: 3,381 shares; 2026Q2: 3,282 shares; 2026Q3: 3,001 shares 3,001 $216K 0.08% -281 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,532 shares; 2025Q2: not reported; 2025Q3: 4,938 shares; 2025Q4: 4,940 shares; 2026Q1: 4,831 shares; 2026Q2: 4,836 shares; 2026Q3: 4,704 shares 4,704 $216K 0.08% -132 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 544 shares; 2026Q1: 539 shares; 2026Q2: 543 shares; 2026Q3: 543 shares 543 $207K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 658 shares; 2026Q1: not reported; 2026Q2: 658 shares; 2026Q3: 658 shares 658 $205K 0.07% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 751 shares; 2026Q3: 751 shares 751 $204K 0.07% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,039 shares; 2026Q1: 1,004 shares; 2026Q2: not reported; 2026Q3: 887 shares 887 $202K 0.07% new Timeline